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C•••••• P••••• & CO INC, CRD 110729
PITTSBURGH, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| B•••• W••••• M••••• | Chartered Financial Analyst | PITTSBURGH, PA | 25 | 30 | n/a | no |
| D••••• S•••• H•••••••• | n/a | Naples, FL | PITTSBURGH, PA | 24 | 33 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| H••••••••• D•••••• S•••• | CO CHAIRMAN | B | yes | 01/2024 | May 12, 2026 | May 12, 2026 |
| K••••• C•••• S•••• | CEO/PRESIDENT | B | yes | 01/2014 | May 12, 2026 | May 12, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Akron | Oh | United States | 3 | no |
| Naples | FL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 2 | 1 | 8.7% | 0 | 0 | 0 | 8 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.6B | $2.3B | 10.0% | $1.8B | 12.1% | 29 | 26 | 3 | 3 |
| no |
| C••• S•••• K•••• | n/a | PITTSBURGH, PA | 22 | 29 | n/a | no |
| C•••••••• M•••••• B•••• | Certified Financial Planner | PITTSBURGH, PA | 17 | 23 | 2 | no |
| J••••• C••••••••• B••• | n/a | PITTSBURGH, PA | 13 | 25 | n/a | no |
| D••••• J•••• M••••• | Certified Financial Planner | PITTSBURGH, PA | 13 | 21 | 4 | no |
| J•••••• M•••• W•••• | Certified Financial Planner | PITTSBURGH, PA | Fairlawn, OH | 11 | 21 | 2 | no |
| B••• A•• W••••••• | n/a | PITTSBURGH, PA | 10 | 11 | n/a | no |
| S•••• B•••• O••• | Certified Financial Planner | PITTSBURGH, PA | 9 | 15 | 2 | no |
| L••• O••••• | Chartered Financial Analyst | PITTSBURGH, PA | 8 | 26 | 1 | no |
| A•••• C••••••••• G•••• | Certified Financial Planner | Pittsburgh, PA | PITTSBURGH, PA | 7 | 10 | 1 | no |
| S••• D•••• V••• | Chartered Financial Analyst | PITTSBURGH, PA | 5 | 12 | n/a | no |
| T•••••• D••••••• J•••• | n/a | PITTSBURGH, PA | 4 | 11 | 1 | no |
| T••••• R• O••••• | n/a | PITTSBURGH, PA | 3 | 10 | n/a | no |
| C•••••••• J•••• P••••••• | Certified Financial Planner|Chartered Financial Analyst | PITTSBURGH, PA | Naples, FL | 2 | 11 | 1 | no |
| S•••••••• L••• S•••••• | n/a | PITTSBURGH, PA | 2 | 10 | n/a | no |
| H•••• A••••• B•••• | n/a | PITTSBURGH, PA | Winter Garden, FL | 1 | 28 | 1 | no |
| N••••• L••• W•••• | n/a | PITTSBURGH, PA | 1 | 18 | 3 | no |
| C••• A•••• S••••••• | n/a | PITTSBURGH, PA | Fairlawn, OH | 0 | 10 | n/a | no |
| G•••••• M•••••• L••• | n/a | PITTSBURGH, PA | Greenville, SC | 0 | 15 | 4 | no |
| J•••• I••••• | n/a | PITTSBURGH, PA | 0 | 21 | 1 | no |
| P•••••• J•••• P••• | Certified Financial Planner | PITTSBURGH, PA | Fairlawn, OH | 0 | 14 | 4 | no |
| E••••• B•••••• | n/a | PITTSBURGH, PA | 0 | 17 | n/a | no |
| WEALTH DIRECTOR GROUP |
| B |
| yes |
| 01/2026 |
| May 12, 2026 |
| May 12, 2026 |
| M•••••• B••••• W••••• | CO CHAIRMAN | B | yes | 01/2025 | May 12, 2026 | May 12, 2026 |
| M•••••• R••••• M•••• | CHIEF COMPLIANCE OFFICER/CHIEF FINANCE OFFICER | Na | yes | 09/2010 | May 12, 2026 | May 12, 2026 |
| O•••••• L••• | CHIEF INVESTMENT OFFICER | B | yes | 06/2025 | May 12, 2026 | May 12, 2026 |
| W••••• J••••••• M•••• | WEALTH DIRECTOR | B | yes | 01/2026 | May 12, 2026 | May 12, 2026 |
| B••••• C••••••••• M•••••• | DIRECTOR OF INSTUTIONAL GROUP | Na | no | 01/2018 | Mar 16, 2018 | Mar 7, 2024 |
| Apr 2, 2026 |
| $2.6B |
| $2.6B |
| 29 |
| 18 |
| 3 |
| n/a |
| n/a |
| 2024 | Mar 31, 2025 | $2.3B | $2.3B | 26 | 18 | 3 | n/a | n/a |
| 2023 | Mar 7, 2024 | $1.9B | $1.9B | 24 | 16 | 2 | n/a | n/a |
| 2022 | Mar 24, 2023 | $1.8B | $1.8B | 25 | 16 | 2 | n/a | n/a |
| 2021 | Mar 16, 2022 | $2.3B | $2.3B | 19 | 13 | 2 | n/a | n/a |
| 2020 | Mar 30, 2021 | $1.7B | $1.7B | 19 | 13 | 2 | n/a | n/a |
| 2019 | Mar 27, 2020 | $1.3B | $1.3B | 18 | 12 | 1 | n/a | n/a |
| 2018 | Mar 7, 2019 | $1.4B | $1.4B | 18 | 12 | 2 | n/a | n/a |
| 2017 | Mar 16, 2018 | $1.5B | $1.5B | 17 | 9 | 0 | n/a | n/a |
| 2016 | Mar 13, 2017 | $1.1B | $1.1B | 14 | 9 | n/a | n/a | n/a |
| 2015 | Mar 23, 2016 | $841M | $841M | 14 | 9 | n/a | n/a | n/a |
| 2014 | Mar 10, 2015 | $709M | $709M | 12 | 8 | n/a | n/a | n/a |
| 2013 | Mar 25, 2014 | $633M | $633M | 11 | 8 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $488M | $488M | 11 | 8 | n/a | n/a | n/a |
| 2011 | Mar 20, 2012 | $448M | $448M | n/a | n/a | n/a | n/a | n/a |